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HAG

HighPoint Advisor Group Portfolio holdings

AUM $2.39B
1-Year Est. Return 28.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$553M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.4M
3
+$1.05M
4
ABBV icon
AbbVie
ABBV
+$1.02M
5
XYZ
Block Inc
XYZ
+$1.02M

Top Sells

1
+$392M
2
+$955K
3
+$763K
4
TSLA icon
Tesla
TSLA
+$728K
5
FISV
Fiserv Inc
FISV
+$724K

Sector Composition

1 Technology 26.23%
2 Healthcare 12.87%
3 Consumer Discretionary 12.54%
4 Communication Services 10.9%
5 Consumer Staples 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-2,508
377
– –
-4,101
378
– –
-23,000
379
– –
-3,225
380
– –
-32,089
381
– –
-10,643
382
– –
-13,245
383
– –
-7,682
384
– –
-11,663
12 13 14 15
16